See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,907 | $72,400-71.1% | $67,502-69.0% | $145,922-85.7% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.2pp | 80.3%-33.6pp |
| Annual return | 21.13% | 7182.46%-7161.3pp | 3512.12%-3491.0pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,268 | $3,069-58.7% | $2,731-53.6% | $4,660-72.8% |
| Participant deferral / active EE | $3,532 | $4,783-26.2% | $4,000-11.7% | $6,688-47.2% |
| Admin fee / account holder | $9,761 | $5,539+76.2% | $3,998+144.2% | $13,397-27.1% |